Avidian Wealth Enterprises’s Carrier Global CARR Stock Holding History

Avidian Wealth Enterprises’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$343K	Buy	4,671 +476	+11%	+$31.1K	0.01%	562
2026 Q1	$236K	Buy	4,195 +46	+1%	+$2.72K	0.01%	602
2025 Q4	$219K	Sell	4,149 -264	-6%	-$14.7K	0.01%	542
2025 Q3	$263K	Buy	4,413 +672	+18%	+$45.7K	0.01%	496
2025 Q2	$274K	Buy	+3,741	New	+$254K	0.01%	457
2024 Q4	–	Sell	-2,550	Closed	-$205K	–	511
2024 Q3	$205K	Buy	+2,550	New	+$178K	0.01%	476
2023 Q2	–	Sell	-9,114	Closed	-$417K	–	419
2023 Q1	$417K	Buy	9,114 +911	+11%	+$40.8K	0.02%	326
2022 Q4	$338K	Buy	+8,203	New	+$333K	0.02%	337

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Avidian Wealth Enterprises's CARR Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Carrier Global (CARR) stake by 11% in Q2 2026, buying an estimated $31.1K and bringing the position to 4,671 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #562.

Avidian Wealth Enterprises first reported a position in CARR in Q4 2022 and has held it in 8 quarters since. The position peaked at $417K in Q1 2023. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Avidian Wealth Enterprises held 4,671 shares of Carrier Global worth $343K as of Q2 2026.
Avidian Wealth Enterprises bought 476 Carrier Global shares in Q2 2026, an estimated $31.1K.
Carrier Global made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #562 holding.
Avidian Wealth Enterprises first reported a position in Carrier Global in Q4 2022 and has held it in 8 quarters since.
Avidian Wealth Enterprises's Carrier Global position peaked at $417K in Q1 2023.
1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.